Fjarde AP Fonden Fourth Swedish National Pension Fund Has $3.80 Million Stock Position in Samsara Inc. $IOT

Fjarde AP Fonden Fourth Swedish National Pension Fund grew its holdings in shares of Samsara Inc. (NYSE:IOT) by 55.8% in the 1st quarter, Holdings Channel.com reports. The fund owned 119,800 shares of the company’s stock after purchasing an additional 42,900 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Samsara were worth $3,796,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of IOT. Acumen Wealth Advisors LLC acquired a new stake in Samsara in the fourth quarter valued at $28,000. Caitong International Asset Management Co. Ltd lifted its holdings in Samsara by 312.6% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock worth $31,000 after buying an additional 669 shares during the period. AlphaCentric Advisors LLC bought a new stake in shares of Samsara in the 4th quarter valued at about $36,000. IFP Advisors Inc increased its stake in shares of Samsara by 194.4% in the third quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock valued at $47,000 after buying an additional 828 shares during the period. Finally, Los Angeles Capital Management LLC acquired a new stake in shares of Samsara in the fourth quarter valued at about $52,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

Samsara Trading Up 4.3%

Shares of IOT opened at $37.48 on Tuesday. The company has a market cap of $21.84 billion, a P/E ratio of 374.85, a P/E/G ratio of 8.42 and a beta of 1.35. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $47.47. The company’s fifty day simple moving average is $31.84 and its 200-day simple moving average is $31.45.

Samsara (NYSE:IOT) last announced its earnings results on Thursday, June 4th. The company reported $0.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.13 by $0.04. The business had revenue of $478.84 million during the quarter, compared to analyst estimates of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.The company’s revenue for the quarter was up 30.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.11 earnings per share. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. Analysts predict that Samsara Inc. will post 0.15 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. Jefferies Financial Group raised Samsara to a “buy” rating in a research note on Thursday, June 11th. TD Cowen restated a “buy” rating and set a $45.00 price target on shares of Samsara in a report on Thursday, June 25th. Royal Bank Of Canada boosted their price target on shares of Samsara from $41.00 to $42.00 and gave the stock an “outperform” rating in a research report on Friday, June 5th. Wolfe Research reaffirmed an “outperform” rating on shares of Samsara in a research note on Thursday, June 11th. Finally, KeyCorp reiterated an “overweight” rating on shares of Samsara in a research report on Friday, June 26th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $45.94.

Insider Activity at Samsara

In other Samsara news, insider John Bicket sold 168,227 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $28.58, for a total value of $4,807,927.66. Following the transaction, the insider directly owned 15,200 shares of the company’s stock, valued at $434,416. This trade represents a 91.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sanjit Biswas sold 168,272 shares of Samsara stock in a transaction dated Tuesday, May 12th. The shares were sold at an average price of $28.58, for a total transaction of $4,809,213.76. Following the sale, the insider owned 15,200 shares of the company’s stock, valued at approximately $434,416. This represents a 91.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 4,468,937 shares of company stock valued at $139,569,327 in the last three months. 35.13% of the stock is owned by insiders.

Samsara Company Profile

Samsara develops an industrial Internet of Things (IoT) platform designed to help organizations monitor, manage, and optimize physical operations. The company combines connected hardware — including telematics devices, GPS trackers, dash cameras, and environmental sensors — with cloud-based software to provide real-time visibility into vehicles, mobile equipment, and fixed assets. Its software offers tools for fleet management, driver and worker safety, asset tracking, compliance (including electronic logging), maintenance scheduling, and operational analytics.

The Samsara platform emphasizes integration of live data streams with analytics and workflow features to drive efficiency and safety across industries that rely on dispersed equipment and mobile workforces.